83% buyers of institutions opening or closing positions this quarter
4 more new buyers than exits, ownership rose 1.91 percentage points vs the prior quarter, and 1 well-known fund manager in the top 25.
83% buyers of institutions opening or closing positions this quarter
90.6% institutional ownership
Wealthspring Capital LLC portfolio allocation
Institutional ownership vs Shell Companies peers
No Form 4 insider transactions on file
Latest positioning in SIMA across 13F flow, ownership shift, marquee holders, and holder-count growth.
Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in SIMA held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Magnetar Financial LLC | 1.9M | $20.8M | 0.0% | 8.457% | 0.21% |
| 2 | Karpus Management, Inc. | 1.7M | $18.5M | — | 7.500% | 0.58% |
| 3 | CNH PARTNERS LLC | 1.5M | $15.6M | -0.0% | 6.328% | 0.26% |
| 4 | PICTON MAHONEY ASSET MANAGEMENT | 1.3M | $13.9M | -27.8% | 5.652% | 0.10% |
| 5 | Vivaldi Asset Management, LLC | 1.3M | $13.9M | -28.1% | 5.626% | 0.73% |
| 6 | D. E. Shaw & Co., Inc. | 987K | $10.6M | 0.0% | 4.293% | 0.01% |
| 7 | MMCAP International Inc. SPC | 980K | $10.5M | 0.0% | 4.261% | 0.91% |
| 8 | LMR Partners LLP | 980K | $10.5M | 0.0% | 4.261% | 0.02% |
| 9 | BERKLEY W R CORP | 912K | $9.8M | +74.9% | 3.966% | 0.53% |
| 10 | TORONTO DOMINION BANK | 781K | $8.4M | +114.6% | 3.394% | 0.01% |
| 11 | Westchester Capital Management, LLC | 770K | $8.3M | -39.4% | 3.349% | 0.37% |
| 12 | Alberta Investment Management Corp | 750K | $8.0M | 0.0% | 3.261% | 0.05% |
| 13 | GOLDMAN SACHS GROUP INC | 623K | $6.7M | 0.0% | 2.710% | 0.00% |
| 14 | Wealthspring Capital LLC | 618K | $6.6M | -0.5% | 2.686% | 1.57% |
| 15 | Hudson Bay Capital Management LP | 596K | $6.4M | -0.2% | 2.592% | 0.02% |
| 16 | WOLVERINE ASSET MANAGEMENT LLC | 552K | $5.9M | -24.7% | 2.399% | 0.06% |
| 17 | Radcliffe Capital Management, L.P. | 539K | $5.8M | +0.6% | 2.345% | 0.43% |
| 18 | DLD Asset Management, LP | 501K | $5.4M | — | 2.180% | 0.49% |
| 19 | TWO SIGMA INVESTMENTS, LP | 500K | $5.4M | 0.0% | 2.174% | 0.00% |
| 20 | WHITEBOX ADVISORS LLC | 500K | $5.4M | 0.0% | 2.174% | 0.07% |
| 21 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 358K | $3.8M | -5.3% | 1.555% | 0.19% |
| 22 | PERISCOPE CAPITAL INC. | 300K | $3.2M | -33.3% | 1.304% | 0.36% |
| 23 | Context Capital Management, LLC | 270K | $2.9M | 0.0% | 1.174% | 0.07% |
| 24 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 250K | $2.7M | 0.0% | 1.087% | 0.00% |
| 25 | Bulldog Investors, LLP | 200K | $2.1M | -51.8% | 0.870% | 0.48% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in SIMA — a direct measure of their conviction.
Filings activity in SIMA during Q1 2026, grouped by how each filer changed its position.
7 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 44 | +10% | 90.62% | +1.91 pp | $224M | +2.2% |
| Q4 2025 | 40 | 9.1% | 88.71% | +1.80 pp | $220M | +2.1% |
| Q3 2025 | 44 | 2.2% | 86.91% | +2.56 pp | $215M | +3.0% |
| Q2 2025 | 45 | +18% | 84.35% | +10.08 pp | $209M | +14% |
| Q1 2025 | 38 | 5.0% | 74.27% | +6.60 pp | $184M | +9.8% |
| Q4 2024 | 40 | +48% | 67.67% | +15.01 pp | $168M | +29% |
| Q3 2024 | 27 | — | 52.66% | — | $130M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
No recent Form 4 insider transactions on file for SIMA.
Quick answers to the most common questions about buying SIMA stock.
Based on Q1 2026 13F filings, institutional ownership of SIM Acquisition Corp. I stands at 90.6%, held across 44 reporting institutions.
Magnetar Financial LLC is the largest reported institutional holder of SIMA, with approximately 1,945,196 shares worth $0.02B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of SIMA, including TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for SIMA is 67 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
5 institutions opened new positions in SIMA during Q1 2026, while 1 fully exited. 29 added to existing positions and 10 trimmed.
SIMA institutional ownership rose by 1.91 percentage points quarter-over-quarter, with a net change of — holders.
The top 10 institutions account for 59.0% of all reported 13F value in SIMA, and the top 25 account for 94.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.